Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (CVY)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (CVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2020
Q1 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.82KClosed |
$66.8K - $136K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10.1KClosed |
$116K - $237K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14KClosed |
$160K - $327K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11.7KClosed |
$135K - $275K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.86K- 78.3% |
$67.3K - $137K
|
1.63K
$43.9K
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.12KClosed |
$58.8K - $120K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10.2KClosed |
$118K - $240K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.94KClosed |
$103K - $209K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-90Closed |
$1.03K - $2.11K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-80Closed |
$918 - $1.87K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.4KNew |
$51.5K - $56.4K
|
2.4K
$64.8K
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-908Closed |
$19.5K - $21.3K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.14KClosed |
$24.3K - $26.7K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100Closed |
$2.14K - $2.35K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2.77KClosed |
$59.3K - $65K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.2KClosed |
$219K - $240K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 18, 2019
Q3 2019
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.79KClosed |
$202K - $224K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Sws Partners
|
BUY
|
- |
13.8KNew |
$285K - $316K
|
13.8K
$373K
|
|
|
Nov 13, 2019
Q3 2019
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.4KClosed |
$194K - $215K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-200Closed |
$4.12K - $4.58K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-709Closed |
$14.6K - $16.2K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5Closed |
$103 - $114
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-342Closed |
$7.05K - $7.82K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.47KClosed |
$30.3K - $33.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 05, 2019
Q2 2019
|
Weaver Consulting Group
|
SELL
|
- |
-117Closed |
$2.45K - $2.61K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-334Closed |
$6.98K - $7.45K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.56KClosed |
$32.6K - $34.8K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6KClosed |
$245K - $281K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-428Closed |
$8.29K - $9.51K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.27KClosed |
$24.6K - $28.3K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-93.9KClosed |
$1.82M - $2.09M
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Valley National Advisers Inc
|
SELL
|
- |
-82Closed |
$1.59K - $1.82K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-80Closed |
$1.55K - $1.78K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-4Closed |
$73.2 - $88.6
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.3KClosed |
$537K - $650K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.6KClosed |
$250K - $302K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.58KClosed |
$29K - $35.1K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.72KClosed |
$31.5K - $38.1K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-184Closed |
$3.37K - $4.08K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-650Closed |
$11.9K - $14.4K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-1.54KClosed |
$28.2K - $34.1K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-250Closed |
$4.58K - $5.54K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.3KClosed |
$727K - $758K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
459New |
$10K - $10.5K
|
459
$12.4K
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
846New |
$18.5K - $19.3K
|
846
$22.9K
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-202Closed |
$4.42K - $4.61K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-535Closed |
$11.7K - $12.2K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-448Closed |
$9.8K - $10.2K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$4.37K - $4.56K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$21.2 - $22.7
|
1
$27
|
|